estate-planning

You have spent a lifetime accumulating assets to provide a safe financial future for you and your family. Now it’s time to make sure these future goals and objectives are going to be achieved when you are not there. At GGM Wealth Advisors, we can help you navigate the maze of alternatives so you can rest assured that future generations will benefit from what you have accumulated during your lifetime.

A carefully prepared estate plan will allow you to achieve many goals:

  • Ensure the financial security of your spouse
  • Determine what should be left to the children and how their inheritances should be handled if they are young
  • Dispose of the family business
  • Minimize the effects of taxes on your estate
  • Empower a reliable executor and trustee to invest and manage the assets in your estate.

At GGM we will work with you to develop a variety of strategies to ensure your plan achieves your goals. These strategies might include:

Trusts and wills designed to avoid unnecessary administrative complexity and move assets in accordance with your plans

Charitable planning to leave a legacy that reflects your values in the community and larger world that you are a part of

Lifetime gifting plans to move assets out of your estate and provide you with the joy of seeing your success help the next generation

Generation skipping plans that provide children, grandchildren, and future generations the means to meet your families most important personal goals, such as education, health care, and home purchases

Tactics to reduce or eliminate both federal and state estate taxes

Contact

Michael D. Little, CFP®Michael_Little_thumbnail
Director of Wealth Management
410.685.9685
Email